AI & Automation
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AI Office Manager
Interprets commands, coordinates schedules, drafts billing documents, and resolves records automatically.
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Voice Notes
Dictate what happened directly on-site via your phone. No manual typing required.
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Daily Briefing
Get a morning text summary of today's calendar, overdue invoices, and service rebooking opportunities.
Invoicing & Payments
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Instant Invoicing
Draft and approve a professional invoice within 30 seconds of completing a service.
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Payment Tracking
Mark invoices as paid by card, cash, or bank transfer and monitor your collection pipeline.
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Overdue Chasing
AI identifies overdue billing accounts, drafts gentle follow-up reminders, and waits for your confirmation to send.
Customer & Scheduling
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Customer Memory
Tracks customer profiles, property notes, boiler models, and communication preferences.
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Annual Service Reminders
Tracks installation dates and schedules boiler maintenance notifications automatically.
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Job Timelines
See historical job logs, old estimates, parts utilized, and billing records for every client.